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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,722 | $173,340+22.7% | $136,007+56.4% | $145,959+45.7% |
| Participation rate | 57.1% | 80.5%-23.3pp | 76.5%-19.3pp | 80.3%-23.1pp |
| Annual return | 12.34% | 1163.32%-1151.0pp | 579.32%-567.0pp | 561.95%-549.6pp |
| Employer contribution / active EE | $1,204 | $5,275-77.2% | $4,215-71.4% | $4,661-74.2% |
| Participant deferral / active EE | $11,416 | $8,699+31.2% | $7,024+62.5% | $6,689+70.7% |
| Admin fee / account holder | $8,145 | $9,954-18.2% | $6,858+18.8% | $13,398-39.2% |